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How to – Add a New Task

Marisa Potgieter
  • Updated

How to – Add a New Task

  • The Tasks tab of the Install module allows you to add a new Task. A new Task can be a New Install, Device Swap or Device Removal of a fleet tracker or VisionAI camera.

  • Follow the steps below to add a New Task:

  1. Log in to Unity

  2. From the Navigation Panel on the lefthand side, click Install

  3. To add a New Task, click the Plus button

The Task Information section allows you to add details about the New Task. Including Task Name, Due On, Status, Assignee, Location and a Description of the Task.

Follow the steps below to add a New Task:

  1. From the Task Information section, type in the Name of the task (make it clear as possible; this will help with reports and when viewing the task on the mobile app)

  2. In the Scheduled for field, click the Calendar icon and select a due date (choose the date the installation needs to be completed, this will help to organize the workload)

  3. Click the Status drop-down arrow to mark the task as Assigned or Unassigned

  4. If the Status of Assigned was selected, from the Assignee field select the desired Resource (this will ensure the task will be visible to the installer in the mobile app)

The Location of the task allows you to identify where the task needs to be completed. The Description field can be used to add any specific instructions that are related to this task, for example to notify the installer about the device serial number for the device swap.

Follow the steps below to add a New Task:

  1. Type in the Location for the Task (specifying where the installation needs to be performed, this will help the installer plan their day in advance)

  2. Type in a Description for the task (i.e. instructions related to the task)

  3. Click the Save button

The Installer Details section allows you to view details about the Install that was completed by the installer from the mobile app. Including New Device Serial/IMEI, Existing Device Serial/IMEI, VIN, Asset Name, License Plate, and Snapshot information.

  1. From the Installer Details section, view the information that was populated by an installer from the mobile app when the task was completed.

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